Investment Analyst - Venture Capital Fund

Objectives of this role

- Conducting in-depth research and financial analysis of markets and companies to identify investment opportunities.

- Providing detailed financial models and valuation reports on other investment assets.

- Preparing and presenting investment recommendations to portfolio managers, clients, or senior management.

- Evaluating the financial health and growth potential of companies through balance sheets, income statements, and other financial documents.

- Assisting in the construction and rebalancing of investment portfolios based on client needs and market conditions.

- Collaborating with other investment professionals to discuss strategies and market insights and align recommendations.

Your tasks

- Build and maintain financial models to assess the valuation of target companies.

- Identify investment opportunities based on both qualitative and quantitative analysis.

- Analyse financial statements, key performance indicators (KPIs), and industry benchmarks.

- Support due diligence processes for potential acquisitions or investment opportunities.

- Maintain and enhance databases of financial, market, and industry information.

- Prepare investment reports, presentations, and recommendations for senior management and clients.

- Evaluate the risk and potential return of various investment assets or portfolios.

- Ensure compliance with financial regulations and internal policies regarding investments and trading practices.

- Stay updated on economic trends, market news, and regulatory developments to anticipate investment risks and opportunities.

Required skills and qualifications

- MBA finance + BE

- Bachelor's degree in Finance, Economics, Business Administration, or a related field.

- 2-3 years of demonstrable experience in investment analysis, financial modelling, financial analysis, portfolio management, or related roles.

- Strong understanding of financial markets, investment products, and economic principles in India and globally.

- Proficiency in financial software, databases, and tools such as Bloomberg, Excel, and Power BI.

- Solid understanding of risk management principles and portfolio construction.

- Ability to analyse financial statements and develop valuation models for different asset classes.

- Strong research, analytical, and quantitative analysis skills with attention to detail.

- Excellent written and verbal communication skills to clearly present investment research and financial insights to stakeholders.

- Ability to work independently and within a team in a fast-paced environment.

- A proactive approach to learning and adapting to market changes.

Preferred skills and qualifications

- Advanced degrees or certifications such as CFA (Chartered Financial Analyst).

- Experience with portfolio management systems and investment platforms.